When are users synchronized between JobNimbus and OCC?
Users are synchronized weekly at 5:00 AM UTC on Sundays.
Are there any specifics to types of users that are synchronized from JobNimbus?
Potentially, we call the account/users endpoint per their API documentation.
How are users matched between JobNimbus and OCC?
The user from JobNimbus has their email address compared to a list of users available in OCC by email. If the emails match they’re automatically linked up.
Can I manually map a user between JobNimbus and OCC?
Yes, you certainly can! This can be done from the JobNimbus card on the integrations page. You will need to click on the “Users Connected” tab where you will be presented with a list of users from JobNimbus.
You can hover and click the “edit” (pencil) icon in order to manually select the OCC user you wish to associate with the JobNimbs user.
Job / Job Data Mapping
How often are updates to jobs pulled from JobNimbus and when do they run?
Updates to jobs are pulled every 15 minutes. The job runs at 5, 20, 35, and 50 minutes after the hour.
Can I add filters to selectively pull jobs in from JobNimbus to OCC?
Not necessarily a filter, but with JobNimbus there are 2 different types of integration based on how you’re utilizing JobNimbus. Those can be either Job or Contact. The specifics of how this differs will be covered elsewhere in this documentation.
Document Uploads Back to JobNimbus
Are documents able to be uploaded back to JobNimbus?
Yes, documents can be pushed back from OCC back to JobNimbus.
How do I configure when OCC should push back documents to JobNimbus?
On the integration card for JobNimbus, there is a Settings Tab that has a set of options entitled “Document Attachment Preferences” where you can configure exactly when documents are attached back to JobNimbus.
Where are documents uploaded back to JobNimbus?
Based upon the configured type of integration (Contacts or Job) the documents will be attached back to either the Job or the Contact. If the configuration is set up for Job, the documents will be uploaded to the Job.
Below is a screenshot of where it shows up on the Job. The contact is similar as the files will be on the Documents tab of the Contact.
General
What happens when the sync button is pressed on the Integration UI?
Pressing the Sync button on the JobNimbus integration card kicks off the Initial Sync job which does the following:
- Pull Users: This calls the account/users endpoint per their API documentation.
- crm_id: {user.id}
- name: {user.first_name} {user.last_name}
- email: {user.email}
- Pulls Jobs (if integration configured as Job): Pulls a list of Jobs and Tasks since the last time it was synchronized.
- The system then looks for an active user mapping from JobNimbus to OCC
- It will ignore the job if it is NOT identified as a primary.
- It will then import the job (the specific mapping is covered elsewhere in this documentation)
- It will then iterate over the tasks we pulled from the list. It looks for tasks which are related to the Job and will then go ahead and create an appointment in the system linked to the job in OCC.
- Pulls Contacts (if integration configured as Contact): Pulls a list of Contacts and Tasks since the last time it was synchronized.
- The system then looks for an active use remapping from JobNimbus to OCC
- It will then import the contact (the specific mapping is covered elsewhere in this documentation)
- It will then iterate over the tasks we pulled from the list. It looks for tasks which are related to the Contact and will then go ahead and create an appointment in the system linked to the job in OCC.
My job hasn’t shown up in OCC. Is there a way to expedite job creation if I can’t wait until the next 15 minute run?
You can utilize the Sync button to force a synchronization.